EndNote can easily convert ProCite databases to EndNote libraries. The original ProCite database is left intact; references are copied and converted.
While every effort has been made to map ProCite workforms to corresponding EndNote reference types, and ProCite fields to cor- responding EndNote fields, you may wish to make some adjustments. There are some ProCite fields, such as Connective Phrase and Author Role, that do not have an equivalent EndNote field; text from these fields will transfer into the Notes field. As you go through the conversion process, you are given the option to Customize the workform and field mapping.
Note:Custom ProCite workforms do not convert to specific EndNote reference types, and are displayed as a Generic EndNote reference. You should either globally change the workform assignment in ProCite before conversion, or, during conversion, click the Customize button to map custom workforms to EndNote reference types.
To convert a ProCite database to an EndNote library:
1. From the File menu, select Open > Open Library to display a file dialog. 2. Click Convert to proceed with the conversion.
3. On the "Save Converted Library as" file dialog, give the new EndNote library a name (the default is the same as the old Pro- Cite name), select a folder, and click Save.
EndNote will convert the library. When the conversion is complete, the library will open in EndNote.
To use a ProCite database with EndNote, you must first export the references to a text file and then import from the text file into an EndNote library.
1. Export your ProCite references to a text file.
2. Open ProCite and the database you want to convert. 3. From the File menu, select Print Bibliography.
4. Select the output style " RIS-EndNote.pos" (you can download this output style from the support area of the ProCite Web site at http:// www.procite.com ).
5. On the Print Bibliography window, click Configure and go to the "Fields" tab. 6. In the Fields window check all optional fields.
7. Click OK, and then Save to save as a text file.
8. Start EndNote and open or create the library to contain the imported references. 9. From the File menu, select Import.
10. Click Choose File and select the text file you created. 11. Next to Import Option, select the ProCite (RIS) import filter. 12. Click Import.
ProCite Workforms to EndNote Reference Types
When you use EndNote to open a ProCite database, ProCite workforms are mapped to EndNote reference types as shown in the table below.
By default, fields are transferred as follows:
l As much as possible, ProCite fields are mapped to corresponding EndNote fields.
l The ProCite fields Author Affiliation and Address/Availability both transfer into the same field in EndNote: Author Address. l The ProCite Date field is transferred into two fields in EndNote: Date and Year.
l The ProCite fields ISSN and ISBN both transfer into the same field in EndNote: ISBN/ISSN.
l ProCite fields that do not have a corresponding field in EndNote, such as Connective Phrase and Author Role, are trans-
ferred into the Notes field.
Keep in mind that you can override these default settings when you open the ProCite database, and before the transfer begins. You can customize the mapping of workforms to reference types, and you can customize the field mapping for each workform.
Note:Custom ProCite workforms do not convert to specific EndNote reference types, and are displayed as a Generic EndNote reference. You should either globally change the workform assignment in ProCite before conversion, or, during conversion, click the Customize button to map custom workforms to EndNote reference types.
Workform to Reference Type Mapping
ProCite Workform EndNote Reference Type
Abstract Journal Article
Art Work Artwork
Audiovisual Material Audiovisual Material
Book Chapter Book Section
Book Long Form Book
Book Short Form Edited Book
Book Whole Edited Book
Case Case
Computer Program Computer Program
Conference Proceedings Conference Proceedings
Data File Unpublished Work
Dissertation Thesis
Electronic Citation Electronic Journal
Email Personal Communication
Generic Generic
Hearing Hearing
In Press Journal Article
Journal Article Journal Article
Journal Long Form Journal Article
Journal Short Form Journal Article
Journal Whole Journal Article
Letter Personal Communication
Magazine Article Magazine Article
Manuscript Manuscript
Map Map
Monograph Edited Book
Motion Picture Film or Broadcast
Music Score Generic
Newspaper Newspaper Article
Patent Patent
Report Report
Sound Recording Audiovisual Material
Statute Statute
Trade Catalog Book
Unenacted Bill-Res- olution
Bill
Unpublished Work Unpublished Work
Video Recording Film or Broadcast
Web Page Web Page
Compatibility between EndNote 8, 9, X, X1, X2, X3, X4, and X5
EndNote X, X1, X2, X3, X4, and X5 are fully compatible with X6. You can share your libraries between these versions with no conversion. New features in EndNote X6 are simply ignored by the earlier versions.
EndNote X6 can open and use EndNote 8 and EndNote 9 libraries with no conversion. Technically, EndNote 8 and EndNote 9 can open libraries created with EndNote X6, but we do not recommend it; you risk loss of data. Once you have opened and used an EndNote 8 or 9 library with EndNote X6, you should only use the library with EndNote X or later.
Because EndNote X6 does include enhancements, please note that:
l The DATA folder is a critical part of your library. Whenever you copy or move a library, include not only the filename.enl file,
but also its associated DATA folder and all of its contents.
Note:If you want to back up your library, or share it with another EndNote X or later user, there is an easy way to compress your EndNote X6 library and include all of the associated files and folders. SeeSaving a Compressed Copy of a Library.
l EndNote X2 included new reference types. If an earlier version of EndNote does not recognize the reference type, it will dis-
play and print the Generic reference type for those references entered into the new reference types.
l In order to allow cross-version and cross-platform compatibility of attached files, you will need to replace the characters
below if they are used in the filenames of existing attached files and graphics—and then reinsert the files. One option is to replace these characters with an underscore.
Replace these characters in attached filenames \ (back slash) / (forward slash) : (colon) * (asterisk) ? (question mark) " (quotation mark) < (less than) > (greater than) | (vertical bar)
Replacement Characters Table
l EndNote X1 included a new grouping feature, and EndNote X2 added smart groups. If you open an EndNote X6 library with an
earlier version of EndNote, you cannot view groups. However, groups are remembered when you open the library again with EndNote X6.
Related Topics:
Opening and Converting Old EndNote Libraries Recovering a Damaged Library
Transferring Libraries Across Platforms
Converting a Library for ProCite, Reference Manager, or an Earlier Version of EndNote
Converting an EndNote X6 library for use with EndNote versions 5-7, for Reference Manager, or for ProCite requires exporting the references from your EndNote library to a text file, and then importing from the text file into the other program.
If your references containdiacritics1, you must do this carefully so that your diacritics transfer correctly. Because EndNote X6 isUnicode2compliant, it exports text as UTF-8 Unicode, and not as traditional ANSI text. Reference Manager, ProCite, and ear- lier versions of EndNote are not Unicode compatible, so they need the document converted to ANSI text. If you attempt to import
references that have not been saved as ANSI text, diacritics will appear scrambled in the new database or library format.
1Diacritics are phonetic variations, such as accents, associated with a letter. When using the Sort References command or for-
matting a bibliography, EndNote sorts diacritical characters according to the rules of the language that is selected on the Sort Ref- erences dialog. Characters with diacritics are sorted differently in English, Spanish, Swedish, and other systems. Diacritical marks can be significant in searches. Use the “Match Case” search option to exactly match letters such as é, ü and î.
2The Unicode Worldwide Character Standard is a character encoding system. Unicode provides a unique number for every character
used by the principal written languages in the world, along with codes for a full range of punctuation, symbols, and control characters. These codes are constant, no matter what the platform, the program, or the language. It allows data to be transported through many different systems without corruption of extended characters.
Note:EndNote X6 allows the use of Extended Latin and double-byte character sets, which are not supported by EndNote ver- sions earlier than version 8. Extended Latin and double-byte characters will not transfer to earlier version file formats.
To convert your EndNote X6 library for other applications:
1. In EndNote X6, go to the drop-down output style list on the palette, and choose Select Another Style. Highlight and select the appropriate output style:
l For EndNote 5, 6, or 7: Select the Refer style.
l For Reference Manager or ProCite: Select the RefMan (RIS) style.
2. From the File menu, select Export to export your library to a plain text file. 3. Use Microsoft Word to open the text file you exported from EndNote.
4. When Word asks you to select an encoding option, select Other Encoding and Unicode (UTF-8).
5. In Word, select File > Save As and save the document with a new name, as plain text, and with Windows-default as the encoding option.
6. To import the saved file:
l With EndNote: Use the Refer/BibIX import filter.
l With Reference Manager or ProCite: Use the RIS import filter.
Opening and Converting Old EndNote Libraries
EndNote 8, 9, X, X1, X2, X3, X4 and X5 Libraries
EndNote X6 can easily open and use libraries created with EndNote 8, 9, X, X1, X2, X3, X4, X5 and X6. No conversion is nec- essary. EndNote X, X1, X2, X3, and X4 are fully compatible; you can regularly share your libraries between these versions
EndNote Libraries Prior to Version 8
EndNote X6 can automatically convert libraries created with earlier versions of EndNote (versions 5, 6, or 7) to the latest file for- mat. In most cases, the same process will work for libraries created in EndNote 4 and earlier.
To open or convert an older EndNote library: 1. Start EndNote.
2. From the File menu, select Open .
3. On the file dialog, locate and highlight the old library, and click Open Library.
EndNote will warn that the selected library was created with an older version, and will ask for permission to convert it. 4. Click OK to convert the library. Name the new library and click Save.
Note:The time required to import an EndNote library is proportionate to the size of the library. Refer to the progress indicator to determine when EndNote has completed the task.
The conversion makes a copy of the original library in the latest X6 file format, and leaves the original library intact.
A quick way of making your library "read-only" is to select it in the Finder. From the File menu, select Get Info, and then click the "Locked" check box. When it is locked, multiple people can browse the file, but no one can edit it.